401(k) · DOL Form 5500 · 2023

Apellis Pharmaceuticals, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
694
Participants Below avg headcount
88th
Percentile by assets National rank
$93,680
Avg per participant Below avg balance/head
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Official DOL plan name: Apellis Pharmaceuticals, Inc. 401(k) Plan · Sponsored by Apellis Pharmaceuticals, Inc. · Massachusetts · Manufacturing

$65M in assets, 694 participants

Apellis Pharmaceuticals, Inc.'s Apellis Pharmaceuticals, Inc. 401(k) Plan reported $65M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,411 in Manufacturing (18,722 peers)

Where Apellis Pharmaceuticals, Inc. 401(k) Plan sits by assets

Apellis Pharmaceuticals, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $65M for 694 participants (~$93,680/participant), up 58.9% in 2023.

#15,411
in Manufacturing (18,722 peers)
+58.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Apellis Pharmaceuticals, Inc. 401(k) Plan's outsized position by total assets

Apellis Pharmaceuticals, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,013,917 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Apellis Pharmaceuticals, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apellis Pharmaceuticals, Inc. 401(k) Plan sits mid-pack in the medium band (694 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apellis Pharmaceuticals, Inc. 401(k) Plan reported net income rose from $13M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Apellis Pharmaceuticals, Inc. 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Apellis Pharmaceuticals, Inc. 401(k) Plan reported participants rose from 451 in the plan year 2022 filing to 694 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271537290 · Apellis Pharmaceuticals, Inc. PY 2023 · 401(k)

Apellis Pharmaceuticals, Inc. 401(k) Plan · $65M · 694 · 88th

  • PCT $65M
  • EIN 694
  • RANK 88th
  • PHOTO 401(k)
  • IND near Sharp Nec Display Solutions of America, Inc. Retirement Plan
  • EOY ind #15411

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Massachusetts →

Apellis Pharmaceuticals, Inc. 401(k) Plan in the asset neighbourhood

Inpro Corp. 401(k) Profit Sharing PlanInpro Corp. 401(k) Profit Sh…$65MLenoir Memorial Hospital, Inc. Savings & Protection PlanLenoir Memorial Hospital, In…$65MApellis Pharmaceuticals, Inc. 401(k) PlanApellis Pharmaceuticals, Inc…$65MSharp Nec Display Solutions of America, Inc. Retirement PlanSharp Nec Display Solutions …$65MBrainlab, Inc. 401(k) Plan$65M
End-of-year total assets ($M) among Apellis Pharmaceuticals, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$65M
Net Income$24M
Employer EIN271537290
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apellis Pharmaceuticals, Inc.)

Sponsor-wide plan assets over time

All Apellis Pharmaceuticals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 115.20120444690276% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $40.9M $88M ▲ +115.2%
Year Plans Participants Total Assets
2022 1 451 $41M
2023 1 694 $65M
2024 1 579 $88M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Apellis Pharmaceuticals, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Apellis Pharmaceuticals, Inc. 401(k) Plan, Total assets ($B): 0.065013917 · Participants: 694Apellis Pharmaceuticals, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Apellis Pharmaceuticals, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Apellis Pharmaceuticals, Inc. 401(k) Plan side-by-side with 3 peers →

Apellis Pharmaceuticals, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sharp Nec Display Solutions of America, Inc. Retirement Plan in IL ($65M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apellis Pharmaceuticals, Inc. 401(k) Plan assets move in 2023? ▼
Apellis Pharmaceuticals, Inc. 401(k) Plan surged - up 58.9% during 2023, from $41M to $65M. Reported net income was $24M.
How have Apellis Pharmaceuticals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apellis Pharmaceuticals, Inc.'s sponsor-wide assets grew 115.2%, from $41M to $88M.
Where does Apellis Pharmaceuticals, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Apellis Pharmaceuticals, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Apellis Pharmaceuticals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharp Nec Display Solutions of America, Inc. Retirement Plan in IL ($65M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Apellis Pharmaceuticals, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Franklin Corporation 401(k) Plan in MS (694 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271537290.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.